Client Portal SaaS Platform

IN PROGRESS

The Client Portal is a secure web platform that allows distributors and clients to access product information, request quotations, and retrieve account-related documents such as invoices and manuals.

Context

Currently, distributor interactions with Greenspec rely heavily on email, creating friction, slower response times, and limited visibility across requests. The Client Portal centralizes these processes into a single platform, enabling distributors to browse products, request quotes, and access their history without manual communication. This shift improves transparency, reduces operational workload, and lays the foundation for scalable B2B commerce.

My Role

Led the Product Experience of a B2B Client Portal, defining the product structure, navigation, and design system from the ground up. Worked closely with stakeholders to align user needs, business goals, and technical constraints, delivering features iteratively (authentication, dashboard, and core modules) while ensuring scalability and consistency across the platform.

Features